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CONCESSIONS OPPORTUNITY, CONT’D

09/01/20 -"About a month ago, we were surprised by the underperformance of concession-type businesses, even after allowing for the fact that markets have been in a risk-taking mood, i.e. mechanically had less ..."

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Pages
49
Language
English
Published on
09/01/20
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EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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